See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,786 | $110,261-66.6% | $95,745-61.6% | $139,434-73.6% |
| Participation rate | 25.0% | 75.8%-50.8pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 18.03% | 27.11%-9.1pp | 28.35%-10.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $554 | $3,257-83.0% | $2,835-80.5% | $4,751-88.3% |
| Participant deferral / active EE | $707 | $4,676-84.9% | $4,245-83.3% | $6,710-89.5% |
| Admin fee / account holder | $363 | $6,613-94.5% | $5,678-93.6% | $11,403-96.8% |